Our client a highly regarded and well known Wealth Manager in Cheltenham is seeking to add additional technical resource to their small busy team by recruiting a technical Paraplanner. In this role you will provide support for a senior Director facilitating the smooth processing of new and existing business and the preparation of reports and documentation including report writing. This team concentrates predominantly in the retirement...
My client a boutique financial services firm in the heart of London are currently looking for a Financial Planning Technician with a Diploma in Financial Planning, qualification in Taxation (J01) and AF3 or equivalent. Job Purpose: Working alongside the Managing Director taking full responsibility for the client file from data gathering, analysis, production and implementation of the Financial Plan. Key Respon...
Client Services Administrator/Paraplanner Sutton Coldfield, Birmingham Salary £20-25,000 plus package My client is a firm of independant financial advisers that advise on a wide range of products including pensions and investments. They are currently looking to expand their paraplanning team with the addition of a client services administrator/paraplanner.You will be part of a highly effective support team wh...
Ref: 1442 Paraplanner circa £35000 Negotiable + Bens Bonus Sussex Opportunity: A senior paraplanning opportunity offering additional responsibilities. Salary is bnegotiabe for the reight experience and candidate. Environment: The FP division of a professional services firm. Responsibilities: In addition to general paraplanning responsibilities; report production, research and periodic review...
Fantastic opening within probably the leading IFA firm in the South West where you will most certainly gain the recognition you deserve - and see for yourself why the only roles are new roles. Why work for one of the rest when you can work for one of the best As a paraplanner your key role and responsibilities will be; • Working closely with a team of IFAs throughout the advice process to provide outstanding le...
Organisation Description Our client is a sucsessful IFA in Southampton who is seeking a new dedicated Paraplanner to assist and support in a professional manner the IFA's, in their dealings with clients, and wherever necessary in the general functions needed to provide a high level of service to our clients and further the company’s development. Job Description To...
Organisation Description Our client is a successful Financial Services organisation in Dorset who would like us to recruit a new Paraplanner to assist and support to a high standard the Financial Advisers in their dealings with clients, and wherever necessary in the general functions needed to provide a high level of service to our clients and further the company’s development. Job Description...
Nottingham £28,000 to £32,000.00 basic Our client is a Wealth Planning firm that provides financial planning and investment advice to HWN and UHNW families, with an exceptional reputation in their specific field they are highly valued by their clients. Due to expansion, they are looking to recruit an expereinced and technical paraplanner, Paraplanner role: Conducting thorough ...
Our client is seeking an experienced Paraplanner to provide extensive technical support to the financial planners/IFA’s. The ideal candidate will already be working as a Paraplanner with experience of Wrap Platforms, will be working towards CII Chartered Status or IFP certificate (equivalent). As a Paraplanner within the business, you will be responsible for:- Manage the planning workflow. Receive and implement...
Manpower has a fantastic opportunity with in a local charity based company that is looking for a planning and forecasting Project Executive to join their team based in oxford. The purpose of the planning and performance team is to provide accurate management information to help co-ordinate plans, resources and budgets, to ensure compliance, quality and continuous improvement. The main purpose of this role is to provide accurate for-castin...
Paraplanner Bath £25,000,00 to £30,000.00 basic Our client is an Independent Advisory firm, highly valued by its clients. They are looking to recruit an expereinced Diploma qualified paraplanner who will be responsible for the production of reports and technical information in respect of all financial planning advice and any other reasonable paraplanning related task. Parap...
Client Manager / Chartered Paraplanner required for this Wealth Management firm based in Cheshire. Supporting the Advisers your role will be split between new and existing business. Responsible for a bank of clients, as a Paraplanner you will undertake valuations for each client and will arrange and attend client meetings. You will facilitate discretionary management of client investments and will be responsible for maintaining client files...
Ref: 1456 Paraplanner / Client Relationship Central London to £55,000 Opportunity: Technical paraplanning role with client relationship responsibilities. Environment: Boutique financial planning company with a unique wealth management offering. Responsibilities: Take responsibility for a portfolio of clients, managing ongoing relationships, cash flow analysis and forecasting, identify areas for plannin...
96 jobs matching this search were posted in the last week
Cheltenham £25,000,00 to £30,000.00 basic Our client is a Wealth Planning firm that is highly valued by its clients. Due to expansion, they are looking to recruit an expereinced paraplanner who will be responsible for the production of reports and technical information in respect of all financial planning advice and any other reasonable paraplanning related task. They operate on a successful fee-based b...
A fast paced Financial Advisory practice now seeking an experienced Paraplanner to provide assistance to their Senior Consultants within their City based offices. The successful candidate will be undertaking a variety of duties including; report writing, fund research, liaising with both Clients and Senior Financial Planners and attending client meetings when required. You will have experience as a Paraplanner within a similar remit and wil...
A well-regarded, established Financial Advisory firm currently have an exciting opportunity for an experienced Paraplanner to join their growing business Within this role, the incumbent will be responsible for providing efficient professional support to a Financial Advisor working within the Life and Pensions market. More specifically, this role will focus on developing professional relationships with internal and external stakehold...
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Date: 4 days ago
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Bristol, Avon
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£25,000 - £35,000 per annum
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1 application
Great paraplanning opportunity. Our client, a successful Wealth Management organisation with a national presence, is looking for an experienced Paraplanner . This is a great opportunity to work for this established, well respected organisation with strong financial backing, which has an exciting client-proposition and extensive growth plans. Working from their Bristol Office your role as Paraplanner will involve: ...
Paraplanner Cheshire £22,000,00 to £28,000.00 basic Our client is a Wealth Planning firm that is highly valued by its clients. Due to expansion, they are looking to recruit an expereinced paraplanner who will be responsible for the production of reports and technical information in respect of all financial planning advice and any other reasonable paraplanning related task. They operate on ...
Paraplanner Liverpool £25,000,00 to £30,000.00 basic Our client is an independent financial advisor that is highly valued by its clients. Due to expansion, they are looking to recruit an expereinced paraplanner who will be responsible for the production of reports and technical information in respect of all financial planning advice. Main tasks of ro...
Our long term client is now seeking an experienced Paraplanner to join the Financial Services Team. This is a fantastic opportunity. You would be responsible for providing a professional and all round support service not only to the Financial Planners, but also to their clients. Your role will include product research and production of high quality and compliant recommendation reports across the spectrum of financial planning product...
We are currently recruiting for a Paraplanner for our client’s friendly team delivering high-quality financial planning solutions. You might be a paraplanner, report writer, analyst, researcher or even and advisor – they don’t mind. Their clients are individuals, business owners and trustees who rely on them to help them implement smart solutions so they have enough money to live the life they want. You will be working wi...
Paraplanner Manchester £25,000.00 +, plus benefits Reward Recruitment have been instructed on behalf of an independent firm of financial advisers, who take great pride in their client focused approach, working together with individuals and corporate clients alike to achieve their goals. Due to continued growth our client is looking to recruit an experienc...
Our client, a reputable wealth management firm, requires an experienced Paraplanner to work from their North Birmingham offices. Our client provides holistic financial planning solutions to both private and corporate clients; however the majority of their work is focused on HNW private client financial planning with case sizes on average of £500,000 upwards. You will have at least 5 years good paraplanning experience and be high...
Our client, a reputable wealth management firm, requires an experienced Paraplanner to work from their North Birmingham offices. Our client provides holistic financial planning solutions to both private and corporate clients; however the majority of their work is focused on HNW private client financial planning with case sizes on average of £500,000 upwards. You will have at least 5 years good paraplanning experience and be high...
Our Client is currently seeking an experienced Senior Paraplanner to provide vital support to senior IFA's, and management staff in their Northampton office. You will be expected to analyse and research their clients existing position and act as the technical interface between the Director, Advisor and clients-whilst managing the administration team where needed. Systems and controls experience also needed. You must have superb techn...
